Steve has worked in the financial services industry for over 21 years. Prior to CoastEdge Partners, Steve served as President and Managing Partner of Gurtin Municipal Bond Management, and was instrumental in building the company from $2 billion to $11 billion in assets under management. Steve previously worked at Morgan Stanley in both Chicago and California, and at Accenture in the Financial Services consulting division, where he advised multiple Fortune 500 financial services firms across the nation.
Steve serves on the Board of Trustees and is the Chairman of the Investment Committee for the San Diego Zoo Global. He also serves on the Board of Directors and Investment Committee for the Rancho Santa Fe Foundation. Steve is an active member of the Young Presidents’ Organization (YPO). Steve earned a Bachelor of Science in Business Administration from the University of Kansas, where he served as class president, and a MBA in Finance and Strategy from the Kellogg School of Management at Northwestern University.